Ja Po

Crypto Analyst and Consultant, helping bridge the future. Waiting for 10k followers to tell them "I am Satoshi."™

[Ja Po @Jpounce64]

@DKM19961 @zerohedge Lol you're thinking of the US. If you don't believe me, talk to a minimum-wage worker.

[Ja Po @Jpounce64]

@CryptoHayes Yes

[Ja Po @Jpounce64]

No @higgsfield ?

[Rajesh Agarwal @Rajesh992510253]

80+ AI tools to finish months of work in minutes.

1. Research

- ChatGPT
- Copilot
- Gemini
- Abacus
- Perplexity

2. Image

- Fotor
- Dalle 3
- Stability AI
- Midjourney
- Microsoft Designer

3. CopyWriting

- Rytr
- Copy AI
- Writesonic
- Adcreative AI

4. Writing

- Jasper
- HIX AI
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- Quillbot

5. Website

- 10Web
- Durable
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6. Video

- Klap
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- Runway
- ImgCreator AI
- Morphstudio .xyz

7. Meeting

- Tldv
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8. SEO

- VidIQ
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9. Chatbot

- Droxy
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10. Presentation

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11. Automation

- Make
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12. Prompts

- FlowGPT
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13. UI/UX

- Figma
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14. Design

- Canva
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15. Logo Generator

- Looka
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16. Audio

- Lovo ai
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17. Productivity

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18. Social media management

- Tapilo
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Follow me for more.

[unfolded. @cryptounfolded]

Despite collapsing by 73% following MiCA's approval, the euro stablecoin market completely rebounded to reclaim its all-time high once the regulations officially took effect

[Bull Theory @BullTheoryio]

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers.

Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake.

He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing.

Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor.

Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale.

Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models.

But here is what Burry is flagging.

Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory.

They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies.

Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle.

Now here is where American retirees enter the picture.

Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit.

Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene.

Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans.

When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center.

The numbers inside Athene are most alarming.

Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight.

Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets.

Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth.

The leverage sitting on top of those unpriced assets is 16 times.

Burry's says:
Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing.

- Nvidia books the revenue.
- Apollo collects the fees.
- xAI gets the computing power.
- And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

[Ja Po @Jpounce64]

@CJsCalls @alphacharts365 It is trading expensively, and its growth is no longer there, particularly in U.S. markets and globally. They missed AI, Mac mini cannibalizing, and consumers can't afford new iPhones.

[zerohedge @zerohedge]

"Gross issuance across global fixed income for AI-related paper is approaching $250bn already this year, more than the total
volume of 2025" - MS

[Ja Po @Jpounce64]

If the AI bubble collapses dramatically, we will see a renaissance of gaming brought to you probably by GTA 6. Can you imagine how cheap chips will be? They'll be cheap as chips.

[Ja Po @Jpounce64]

@VERYKOOLLUKEY

[zerohedge @zerohedge]

"There's a particular torment to watching investors do exactly what they "shouldn't" - and keep getting rewarded for it. Momentum has been crushing mean reversion for a decade and a half. Melt-ups are visible in semiconductors, Mag7, gold, silver and commodities. Crowding is at extremes. Everyone feels it: the instinct that this can't possibly continue, the sense that buying what's already going up is both dumb and, somehow, the only thing that has worked. It has the unbearable lightness of a trend that refuses to mean revert" - Matt King

[Ja Po @Jpounce64]

@aschwags3 GA

[Ja Po @Jpounce64]

@sukh_saroy Need

[Ja Po @Jpounce64]

@KirkeMannik01 WORKFLOW

[zack @zackpaid]

after generating +$10M for service businesses across 100+ clients through meta ads funnels...

i put together a FULL step-by-step guide on how we're scaling ads post-andromeda, GEM, and iOS 26

most still struggle from these updates because they fail to realize the old playbook is dead

we spotted this early on and found a solution FAST...

this guide covers EXACTLY that:

- how the andromeda algo actually works
(and what the iOS + GEM updates changed)

- the new campaign structure
(1 campaign, 1 ad set, manual placements)

- creative volume requirements by spend tier
(from $50/day to over $1,000/day)

- the 8 ad formats working right now in mid-2026

- testing angles instead of hooks
(the 30-min micro-reason exercise)

- CAPI events + pixel conditioning rules

- the 3-phase scaling framework
($100 → +$1k/day, exact 20% scale path)

- the 5-stage retargeting architecture

- the hidden advantage window
(why CPMs are dropping for operators who adapted)

- offer testing dimension
(trial, setup, sprint, retainer, optimization)

- the audience pocket theory:
how to keep meta in a good pocket longer

- creative diagnostic metrics that actually matter
(thumb-stop, 3-sec view, save/share)

- untapped audience pockets opened by creative format diversity

and EVERYTHING else you need to scale service businesses on meta in 2026

for 24h, i'm sending it to EVERYONE who likes + comments "META"

(must be following + RT for priority access)

[Ja Po @Jpounce64]

@zackpaid META

[Ja Po @Jpounce64]

The broader lesson is that when a geometric problem is recast in algebraic terms, the same translation trick can later be reused in engineering pipelines that involve shape detection, mapping, or 3D reconstruction.

[Ja Po @Jpounce64]

So a regular-degular model just solved Erdos' conjecture, bridging algebraic math and discrete geometry. https://t.co/qqqGVt2scc

[Ja Po @Jpounce64]

The #USA needs to greatly invest in infrastructure as the data center boom is already placing stressful loads on the electricity grid. #AI

[Ja Po @Jpounce64]

@Mike_Scully_ AI

[Amin @eCom_Amin]

i've been automating our ENTIRE google ads research flows inside claude code…

and the results have been INSANE

so i decided to document the ENTIRE system..

covering the setup, workflow, and ready-to-run prompt templates to research winning google and youtube ad in SECONDS inside ONE chat

here's what's included inside the guide:

> the ICP deep-research master prompt
(mines reddit, quora, amazon and forums for the exact language customers use, plus 2 follow-ups that go deeper)

> the competitor teardown
(homepage, ads and review-sentiment, compiled into the conquest weakness file)

> google ads angle extraction
(research turned into ToF, MoF and conquest keyword clusters with the copy written)

> the voice-of-customer doc
(87 verbatim phrases off one brand, ranked by frequency, every swipeable hook lives here)

> the GMC feed rewrite
(titles that match how people actually search instead of "supplement 60ct")

> niche templates, the research cadence, funnel architecture, and the compounding research library
(everything past phase 5, including the page-type map and the weekly re-pull)

all backed by everything i learned after generating +$20M for ecom brands at my google/youtube ads agency

like + comment "GUIDE" and i'll send it over

(must be following + RT for priority access)